Baird Cash Not Updating

Toddrg
Toddrg Quicken Windows Subscription Member ✭✭
edited August 2023 in Investing (Windows)

I have a Baird investment account and the money market funds in the account are not showing up at all. The total value of the IRA account shown in Quicken is short by exactly the amount of cash-equivalent (money market) securities in the account. I update the cash amount and then in a couple of weeks the cash balance is back to zero.

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    edited July 2023

    Hello @Toddrg,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    Before I can further assist you, I require some more information. What is your connection method with Baird? You can see the connection method by navigating to Tools > Account List. When did you first notice this issue? After a recent update? If so, which update? Do you receive any error codes or messages?

    I look forward to your response.

    -Quicken Jasmine

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